Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-171,474
Closed -$8.7M 229
2018
Q2
$8.7M Buy
171,474
+135,555
+377% +$6.88M 0.45% 38
2018
Q1
$1.69M Buy
35,919
+13,926
+63% +$655K 0.07% 143
2017
Q4
$1.08M Buy
+21,993
New +$1.08M 0.06% 138
2016
Q4
Hold
0
252
2016
Q3
Hold
0
251